Canvas Envision Knowledge Base Help

Managing Members

Member

A user that has an account on the Canvas Envision Portal.

We call users members because registered users are technically members of teams on the Portal, i.e., a user must be in a team.

Members can be active or deactivated. Admins manage active members, invite new ones, and organize them in teams. In addition to the essential teams shipped out of the box, Admins can create and manage the teams as necessary.

Members cannot be deleted: they are deactivated instead to keep and trace their comments, tags, feedback, artifacts, metadata, and so on. Admins deactivate members who should lose access to the workspace.

Members Category on Admin Area Sidebar Wide

All these member Admin jobs you can do in the Members category, which includes the following pages:

  • Manage to manage active members.

  • Deactivated to view deactivated members.

  • Invitations to manage invitations.

  • Teams to manage teams.

  • Activated Licenses to manage desktop licenses. This feature is out of the scope of this Knowledge Base because it is for the customers using the desktop solution.

Last modified: 28 September 2024